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Jobs at Orange Bank & Trust Company (Now Hiring) — 11 open

Orange Bank & Trust Company logoOrange Bank & Trust Company

Managed Solutions Advisor

Goshen, New York, United States · On-site

$90k–$130k/yr

Mid level$76M raised

General Summary: Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new business. Mandatory Duties and Job Responsibilities: Foremost foc…

Skills: Portfolio Management, Client Relationship Management, Investment Planning, Risk Assessment, Compliance Adherence

Orange Bank & Trust Company logoOrange Bank & Trust Company

Information Security Officer

City of Middletown, New York, United States · On-site

$90k–$125k/yr

Senior+$76M raised

General Summary: The Information Security Officer (ISO) acts as an advisor to Management in the development, execution, and ongoing refinement of the Bank’s Information and Cyber Security Program. The ISO is respon…

Skills: Cyber Security Risk Management, Regulatory Compliance, Security Governance, Gap Analysis, Incident Reporting

Orange Bank & Trust Company logoOrange Bank & Trust Company

IT Security and Operations Manager

Middletown, New York, United States · On-site

$130k–$155k/yr

Senior+$76M raised

General Summary: Responsible for the management of the overall Information Systems & Technology solution for Orange Bank & Trust Company as well as its parent company, Orange County Bancorp Inc. and Hudson Valley Investm…

Skills: Cybersecurity, Cloud Strategy, IT Infrastructure, Vendor Management, Regulatory Compliance

Orange Bank & Trust Company logoOrange Bank & Trust Company

BSA Operations Supervisor

City of Middletown, New York, United States · On-site

$72k–$82k/yr

Senior$76M raised

General Summary The BSA/AML Operations Supervisor is responsible for overseeing daily AML compliance functions, managing the BSA team to ensure timely filing of SARs/CTRs, adherence to regulations, and high-quality inves…

Skills: AML Compliance, BSA Oversight, SAR Filing, CTR Filing, Enhanced Due Diligence

Orange Bank & Trust Company logoOrange Bank & Trust Company

Trust Administrator

Goshen, New York, United States · On-site

$26/hr–$28/hr

Mid level$76M raised

General Summary: Support the Trust Services Division Director and Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax repo…

Skills: Trust Administration, Client Relationship Management, Real Estate Asset Management, Financial Reporting, Account Maintenance

Orange Bank & Trust Company logoOrange Bank & Trust Company

Branch Service Manager Floater, Orange County

City of Middletown, New York, United States · On-site

$60k–$66k/yr

Senior$76M raised

General Summary: The Branch Service Manager Floater is responsible for covering branch offices within the bank’s full footprint, in the absence of the assigned Branch Management. Responsible for the total operation…

Skills: Branch Management, Staff Development, Operational Auditing, Internal Controls, Mortgage Loan Origination

Orange Bank & Trust Company logoOrange Bank & Trust Company

Commercial Loan Officer

City of White Plains, New York, United States · On-site

$90k–$130k/yr

Senior$76M raised

General Summary: Develop, originate, manage and underwrite commercial & industrial loans & commercial real estate loans in excess of $1,000,000.00 which meets established lending requirements and provide maximum profitab…

Skills: Commercial Lending, Financial Analysis, Credit Underwriting, Loan Pricing, Loan Structuring

Orange Bank & Trust Company logoOrange Bank & Trust Company

Business Banker / Teller - Floater

White Plains, New York, United States · On-site

$20/hr–$26/hr

Mid level$76M raised

JOB DESCRIPTION Title: Business Banker Floater Department: Branch Operations FLSA Status: Non-Exempt Reports to: Branch Service Manager Date: 12-2025 General Summary: The Business Banker is responsible for performing int…

Skills: Cash Handling, Customer Service, Cross-selling, Account Opening, Financial Transactions

Orange Bank & Trust Company logoOrange Bank & Trust Company

Commercial Loan Officer

Chester, New York, United States · On-site

$90k–$130k/yr

Senior$76M raised

General Summary: Develop, originate, manage and underwrite commercial & industrial loans & commercial real estate loans in excess of $1,000,000.00 which meets established lending requirements and provide maximum profitab…

Skills: Commercial Lending, Financial Analysis, Credit Underwriting, Loan Pricing, Loan Structuring

Orange Bank & Trust Company logoOrange Bank & Trust Company

Director of Operations

City of Middletown, New York, United States · On-site

$160k–$170k/yr

Senior+$76M raised

General Summary: This is a management position responsible for the successful strategic oversight and administration of all Deposit, Loan and Branch Operations activity. This manager must be capable of creating and execu…

Skills: Strategic Oversight, Branch Operations Management, Deposit Operations, Loan Operations, Project Management

Orange Bank & Trust Company logoOrange Bank & Trust Company

Corporate Governance Assistant

City of Middletown, New York, United States · On-site

$42k–$50k/yr

Mid level$76M raised

General Summary: The Corporate Governance Assistant provides administrative and organizational support to the governance team, ensuring that board and committee operations run efficiently and in compliance with legal and…

Skills: Corporate Governance, Board Coordination, Regulatory Filing, Minute Taking, Compliance Monitoring

Orange Bank & Trust Company logo

Managed Solutions Advisor

Orange Bank & Trust Company

Goshen, New York, United States • On-site

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  • $90k–$130k/yr
  • Full-time
  • bachelor degree, professional certificate
  • Posted 5d ago
  • ~40 hrs/week

Responsibilities

Manage client investment portfolios to meet specific objectives while executing the firm's investment philosophy. Focus on deepening existing client relationships and developing new business through asset consolidation and strategic planning.

Requirements

Requires a Bachelor's degree, Series 65/66 licenses, and 3-5 years of experience in the financial industry. Professional designations such as CFP, ChFC, or CIMA are preferred.

Full job description

General Summary:

Perform all aspects of portfolio management to meet client objectives, while maintaining existing client relationships and developing new business.

Mandatory Duties and Job Responsibilities:

  1. Foremost focus on managing client portfolios to their investment objectives, while executing on the investment philosophy of the firm 
  2. Own the client lifecycle experience – build client resumes, evaluate client risk parameters, assist client in establishing and regularly revisiting goals/objectives, create/adjust an appropriate investment plan, and consistently monitor ongoing financial situation/investments 
  3. Responsible for broadening and deepening existing client relationships through asset consolidation as well as positioning OIA and Bank resources as components of the Trusted Advisor continuum
  4. Adherence to all compliance mandates including but not limited to; senior (elder) client reviews, annual (at a minimum) reviews for all clients, documentation of all client interactions, maintaining awareness of enterprise risk, etc.
  5. Strict observance toward utilization of all relevant order management and Client Relationship Management technologies 
  6. Balance assets under management growth on both increasing share of wallet and new client inflows, while maintaining a focus on assets under management retention
  7. Work within Wealth Advisor team structure to serve existing clientele while establishing inroads to new business development
  8. Represent Orange Investment Advisors in geographic footprint as needed.

 

OTHER RESPONSIBILITIES

  1. Maintenance of client confidentiality and trust is of the utmost importance
  2. Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios
  3. Decision making can have long term effects on firm reputation and client satisfaction
  4. Position requires regular communication with management, colleagues and both internal and external clients
  5. Prudent management of a miscellaneous expense budget

EDUCATION, CERTIFICATION, EXPERIENCE:

Required: Bachelor’s Degree; 

Series 65/66;

 3-5 years of experience in the financial industry

Preferred: Professional industry designations: CFP, ChFC, CIMA as examples

KNOWLEDGE, SKILLS, ABILITIES:

  • Knowledge of industry regulations as well as internal processes and controls, procedures and workflow.
  • Ability to operate effectively in a team environment as well as be able to work independently.
  • Ability to meet deadlines and work in a fast paced environment and demonstrate a proven track record of multi-tasking with a strong sense of urgency.
  • Must be detail oriented and organized with excellent follow up, written and verbal skills.
  • Demonstrate ability to apply required regulatory and policy requirements when making decisions
  • Need to be able to work collaboratively and to communicate ideas clearly as well as being able to work independently at times

WORK ENVIRONMENT:

  1. Flexibility to work additional hours including nights, weekends and holidays, as required. 
  2. Typically, the noise level in the work environment is low to moderate. 
  3. Will have high volume of interactions in person and over the telephone. 
  4. Fast-paced environment. 
  5. May experience occasional job stress in response to job demands. 
  6. Job requires both office and travel to meet with clients and candidate must be proficient in all aspects of technology

PHYSICAL DEMANDS:

  1. Frequently required to sit for prolonged periods of time.
  2. Frequently required to talk and hear.
  3. Normal range of vision and hearing abilities required.
  4. Mobility required greeting and assisting employees and visitors.
  5. Frequently required to skillfully operate a computer, telephone and other standard office equipment.
  6. Travel between locations.
  7. Occasionally travel outside of work location to attend meetings and training programs.
  8. Occasionally lift and/or move up to 20 pounds. 

 

Special Note:

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Investment Advisors, Inc. is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals who are differently abled may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the firm. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. 

This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.

Related keywords

Portfolio ManagementSeries 65Series 66CFPChFCCIMAInvestment Policy CommitteeAsset ConsolidationCRMOrder Management SystemsWealth ManagementFinancial IndustryRisk MitigationComplianceTrusted Advisor

About Orange Bank & Trust Company

LinkedInVisit site
Industry
Banking
Company size
201-500 employees
Founded
1892
Headquarters
Middletown, New York
LinkedIn followers
2,968
Total funding
$76M

Orange Bank & Trust Company is an independent bank that began with the vision of 14 founders over 134 years ago. Today, it focuses on commercial lending, business banking, payment processing, and wealth management services. Through conservative banking practices, ongoing innovation, and an unwavering commitment to its community and business clients, the bank has grown to more than $2.7 billion in total assets.

Offices: 212 Dolson Avenue, Middletown, New York 10940, US

Commercial BankingInvestment AdvisoryTrust & Estate AdministrationBanking for MunicipalitiesBanking for Not-For-Profit OrganizationsBanking for LegalAccounting & Medical Professionalsand Private BankingFinanceBanking
View all jobs at Orange Bank & Trust Company

About Orange Bank & Trust Company

LinkedInVisit site
Industry
Banking
Company size
201-500 employees
Founded
1892
Headquarters
Middletown, New York
LinkedIn followers
2,968
Total funding
$76M

Orange Bank & Trust Company is an independent bank that began with the vision of 14 founders over 134 years ago. Today, it focuses on commercial lending, business banking, payment processing, and wealth management services. Through conservative banking practices, ongoing innovation, and an unwavering commitment to its community and business clients, the bank has grown to more than $2.7 billion in total assets.

Offices: 212 Dolson Avenue, Middletown, New York 10940, US

Commercial BankingInvestment AdvisoryTrust & Estate AdministrationBanking for MunicipalitiesBanking for Not-For-Profit OrganizationsBanking for LegalAccounting & Medical Professionalsand Private BankingFinanceBanking
View all jobs at Orange Bank & Trust Company

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